Understanding Today’s Financial Environment
Welcome, I’m Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (602) 222-5757.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
There are benefits and limitations when you decide to donate stock.
Learn about all the parts of Medicare with this informative and enjoyable article.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Making the most of surprises is a great reason to work with us.
Here’s a crash course on saving for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Check out this video to begin separating fact from fiction.
An amusing and whimsical look at behavioral finance best practices for investors.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.